See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,329 | $150,440-83.2% | $136,294-81.4% | $147,584-82.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 39.98% | 1049.08%-1009.1pp | 5155.94%-5116.0pp | 578.55%-538.6pp |
| Employer contribution / active EE | $6,167 | $5,256+17.3% | $4,695+31.3% | $4,876+26.5% |
| Participant deferral / active EE | $13,009 | $6,630+96.2% | $6,247+108.2% | $5,439+139.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |